Global Scans · Energy Tech · Weekly Summary

• [New] Plans are to add more than 17 gigawatts of solar and 7.6 gigawatts of battery energy storage during the next decade, which could boost solar to around 35% of FPL's power generation mix by 2034, up from roughly 9% today. / USA tradingkey.com
• [New] By 2026, solar and wind energy, alongside battery storage, is expected to outstrip fossil fuels in U.S. electricity generation capacity. Tesevo
• [New] Tesla and LG Energy Solution will invest $4.3 billion in a Michigan plant to produce LFP prismatic battery cells for Megapack 3 energy storage systems, with production starting in 2027 to strengthen U.S. supply chains. Battery-Tech Network
• [New] Energy storage costs are on a downward trajectory, with the capital cost for a 4-hour battery system projected to fall to $245 / kW-hour by 2030 and $159 / kW-hour by 2050. Utility Dive
• [New] Almost 70 GW of new solar projects are scheduled to come online by 2027, while utility-scale energy storage projects are poised to more than double to reach 65 GW in the next two years. Utility Dive
• [New] Energy storage will continue its rapid cost decline, with BNEF projecting annual global installations to exceed 200 GW by the 2030s. Green Fuel Journal
• [New] MarketBeat's screener flagged three lithium names - Amprius, Critical Metals and QuantumScape (QS) - as the highest dollar-volume lithium stocks recently; lithium exposure targets EV and energy-storage demand but carries commodity-price, supply-chain, geopolitical, and battery-technology risks. MarketBeat
• [New] Both the US and global energy storage markets have experienced rapid growth over the last year and are expected to continue expanding rapidly in order to support grid resiliency. JD Supra
• [New] Conclusion Energy storage deployment is expected to continue expanding across the United States as renewable generation grows and grid reliability needs intensify. JD Supra
• [New] US demand for lithium iron phosphate battery energy storage (BESS cells) is forecast to outstrip supply from North American producers until 2028. Benchmark Mineral Intelligence
• [New] Europe's battery energy storage capacity is set to increase fourfold by 2029. Lincoln International LLC
• [New] LG Energy Solution will keep global battery cell production at around 300 GWh in 2026, while increasing its proportion of supply for energy storage system (ESS) applications. Energy-Storage.News
• [New] Energy Scaling: The new Shanghai and Houston Megafactories are expected to bring total storage capacity to over 100 GWh by 2027. The Chronicle-Journal
• [New] Megafactory Houston: The completion of the Houston Megafactory by late 2026 is expected to double Tesla's energy storage output, potentially making the Energy segment a $25 billion + annual business by 2027. The Chronicle-Journal
• [New] Lack of Storage: India needs an estimated 411 GWh of energy storage capacity by 2032 to maintain grid stability during non-sunny periods. EduRev
• [New] To continue expanding renewable energy and meet the Net Zero 2070 target, India needs better coordination between planning and operations, fair curtailment policies, advanced grid management, and increased energy storage systems. EduRev
• [New] Global lithium demand projections indicate annual growth rates of 20-25% through 2030, driven primarily by electric vehicle battery production and energy storage system deployment. Discovery Alert
• [New] Energy storage is expected to be a key driver for lithium demand between now and 2030. investing.com
• By 2027, expect rechargeable devices with modular designs to dominate, alongside AI-optimized energy-efficient devices that predict usage for minimal waste. Daniel Franklin Gomez
• Energy Dominance: Tesla Energy margins soared to 30% in late 2025, with the Houston Megafactory expected to double storage output by year-end 2026. Bingx Exchange
• By 2026, the solar industry is anticipated to become central to the renewable energy sector, with nations enhancing clean energy strategies and investing in solar infrastructure and innovations such as energy storage and smart grid systems. Soleos Solar Energy Private Limited
• Key Insight: By 2026, US lithium battery leaders will not only drive rural electrification and automation but also enable vast improvements in battery recycling and sustainable supply chains, making advanced storage and energy solutions accessible and responsible across diverse geographies. Farmonaut
• By 2026, US lithium battery brands are projected to boost rural energy storage capacity by over 40%. Farmonaut

Last updated: 29 March 2026